India: Modi, reform and the oil price fall

Nearly 12 months since sweeping to power, prime minister Narendra Modi has overseen a significant turnaround in India, which is now on track to become one of the most pro-growth, pro-investment economies in Asia. While the market has rallied 48 per cent over the last year in response to Modi’s reform agenda, what is the potential for further progress?

Abe and Modi

Watch Lord Karan Bilimoria, founder of Cobra Beer, and Kunal Desai, head of Indian equities at Neptune Investment Management, discuss the outlook for India, alongside industry experts Darius McDermott and Jeremy Batstone-Carr. Watch the video.

Narendra Modi is driving structural changes that we believe will transform the Indian economy. In a new investment guide and website, which is suitable for use with your clients, we set out our views on Modi’s reform agenda and explain why we are bullish on the long-term outlook for Indian equities. Read more.

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This information is only intended for professional investors. Not for retail clients. This fund may be higher risk than other funds and forecasts/past performance are not a guide to future performance. The value of an investment and any income from it can fall as well as rise as a result of market and currency fluctuations and your clients may not get back the original amount invested. Investments in emerging markets may be higher risk and more volatile than investments in developed markets. For details of further risks, please see the prospectus.

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